CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
-19.86%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$41.1M
AUM Growth
+$41.1M
(-15%)
Cap. Flow
+$1.57M
Cap. Flow
% of AUM
3.82%
Top 10 Holdings %
Top 10 Hldgs %
63.44%
Holding
125
New
2
Increased
38
Reduced
21
Closed
1
Top Buys
Top Sells
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$1.16M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$330K |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$86.7K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$79.6K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$16K |
Sector Composition
| 1 | Consumer Discretionary | 3.16% |
| 2 | Technology | 1.59% |
| 3 | Financials | 1.58% |
| 4 | Healthcare | 1.06% |
| 5 | Utilities | 0.3% |
